Marshall Wace’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Marshall Wace’s Portfolio SMFG Stock Details SMFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-18,735	Closed	-$370K	–	3691
2026 Q1	$370K	Sell	18,735 -57,417	-75%	-$1.21M	﹤0.01%	2586
2025 Q4	$1.47M	Buy	76,152 +53,666	+239%	+$930K	﹤0.01%	1738
2025 Q3	$376K	Buy	+22,486	New	+$360K	﹤0.01%	2341
2024 Q4	–	Sell	-18,592	Closed	-$235K	–	2974
2024 Q3	$235K	Buy	+18,592	New	+$246K	﹤0.01%	2244
2023 Q4	–	Sell	-14,147	Closed	-$139K	–	2581
2023 Q3	$139K	Sell	14,147 -1,275,034	-99%	-$11.8M	﹤0.01%	2017
2023 Q2	$11.1M	Sell	1,289,181 -2,314,600	-64%	-$19.1M	0.02%	687
2023 Q1	$28.8M	Buy	3,603,781 +2,309,306	+178%	+$19.5M	0.06%	338
2022 Q4	$10.4M	Sell	1,294,475 -399,394	-24%	-$2.54M	0.02%	772
2022 Q3	$9.32M	Buy	+1,693,869	New	+$10.2M	0.02%	942
2022 Q2	–	Sell	-159,775	Closed	-$1M	–	3814
2022 Q1	$1M	Buy	+159,775	New	+$1.14M	﹤0.01%	2454
2020 Q1	–	Sell	-10,177	Closed	-$75K	–	2025
2019 Q4	$75K	Buy	+10,177	New	+$73.2K	﹤0.01%	1500
2019 Q2	–	Sell	-296,306	Closed	-$2.08M	–	1800
2019 Q1	$2.08M	Sell	296,306 -887,420	-75%	-$6.35M	0.02%	723
2018 Q4	$7.71M	Buy	+1,183,726	New	+$8.84M	0.08%	315

Other funds holding SMFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Marshall Wace's SMFG Position: Q2 2026 in Review

Marshall Wace sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q2 2026, closing a stake of 18,735 shares — an estimated $370K sold.

Marshall Wace first reported a position in SMFG in Q4 2018 and held it in 13 quarters. The position peaked at $28.8M in Q1 2023. 465 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Marshall Wace reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q2 2026 after selling out during the quarter.
Marshall Wace sold 18,735 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $370K.
Marshall Wace first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2018 and held it in 13 quarters.
Marshall Wace's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $28.8M in Q1 2023.
465 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.